Bye byte Intel … Hello AMD! It’s amazing how fast and far AMD have come. I can’t wait to see what they’re got in store for us over the next couple of years … bring on 2022 with 5nm technology. Intel still on 14nm++ and struggling with 10nm.
Taken from TPU … CEO Dr Lisa Su also reiterated that the future-gen “Zen 4” microarchitecture is “in the lab and looking good,” and that it will be built on the 5 nm silicon fabrication process. The AMD corporate presentation confirms that “Genoa” will be the codename of the EPYC product based on “Zen 4.” The slide suggests a 2021 rollout of “Genoa.” The same presentation also points to “Zen 3” based Ryzen products debuting within 2020, and a 2021 debut of the RDNA3 graphics architecture on an “Advanced Node.” Consumer graphics continues to be a weak spot for AMD, with revenues on the decline. AMD is betting on RDNA2 and a “full refresh” of the product stack to turn its fortunes around. While semi-custom shipments will drive Q3 revenues, Q4 is expected to be propelled largely by “Zen 3” and RDNA2.
AMD isn’t celebrating Intel’s fumbles with foundry nodes just yet. As a fabless chip-maker, the company is still at the mercy of TSMC for growth in volumes. Su commented that 7 nm supply situation is “still tight” for AMD. She stated that the company is working with TSMC to ensure it can satisfy customer demand.
Read the full article at TPU.